Capital Portfolio Management, INC.

Financial Services - N/A, , US

Capital Portfolio Management, INC. Employees

Jim DeJulio

Director of Financial Planning

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Jennifer Scott

Chief Operating Officer

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Capital Portfolio Management, INC. Senior Management

Jennifer Scott

Chief Operating Officer

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Nilesh Paleja

Owner

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Capital Portfolio Management, INC. Details

Capital Portfolio Management, INC is a full service Boutique style brokerage firm with a client first philosophy. CPMI specializes in helping clients reach their financial goals. We offer a wide variety of investments to build a portfolio based on your needs. More Specifically we offer such investment choices such as stocks, bonds, annuities, 529 plans, life insurance policies, and 401(k) plans. Call us today to take advantage of what we have to offer. MEMBERS FINRA MSRB SIPC

Website: cpminvestments.com

Employees: 20 - 49

HQ: 410 667-4575

Location: N/A, , US

Revenue: 10 - 20 Million

Financial Services Financial Advisory Services

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